As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm G2 Crowd for your consumer relations cooperation interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best process for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included all right it’s done and now it is contributing to Gmail and it will take me straight to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll merely check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are actually already developed so this is really quite impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can opt for like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task calls and conferences so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here fine email thread count close date fine company’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually produced by date produced fans and more so I actually want to opt for the produced.
by or perhaps the fans due to the fact that I want to monitor my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I did with jobs then I can opt for the project phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also offer it various various colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others real estate support and customized So within our support you can see we have actually inbound assigned dealing with fixed and sound this is actually pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can in fact click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can really create a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can start totally free by just including the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with many clients, managed several jobs all at once, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms but found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to manage and monitor the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to job conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and established reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and build customized services.
This flexibility allows freelance reporters with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to deployment.
You can develop custom-made phases for different advancement phases, appoint jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. deals a budget friendly and intuitive service that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.